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Gen-Wealth Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Gen-Wealth Partners’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$194 – 657
2025
Q1 		$194 Buy
+4
New +$205 ﹤0.01% 605

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gen-Wealth Partners's PSC Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2025, closing a stake of 4 shares — an estimated $194 sold.

Gen-Wealth Partners first reported a position in PSC in Q1 2025 and held it in 1 quarter. The position peaked at $194 in Q1 2025. 58 funds tracked by Wall St. Rank hold PSC as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 4 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2025, an estimated $194.
  • Gen-Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Gen-Wealth Partners's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $194 in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.